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4 Ways to Generate Documents in Salesforce Using Formstack

Annie Sullivan
March 29, 2022
Min Read

No two businesses are the same–and neither are their document needs. That’s why we teamed up for a webinar with Ben McCarthy–Salesforce Ben himself–to bring you four easy and convenient ways to generate a document in Salesforce using Formstack’s workflow automation tools. 

No matter the types of documents you need to create, our webinar will walk you through the best ways to craft the materials you need so you can increase efficiency and save time by cutting out manual data entry. You’ll discover how to craft:

  1. Documents generated from a web form (e.g. patient intake authorization, waivers, customer enrollment)
  2. Documents generated from a button in Salesforce (e.g. quotes and proposals)
  3. Documents generated in batch from a list view (e.g. end of year donation letters and tax receipts)
  4. Documents generated via Flow/automation (e.g. trigger letters to students based on admissions status, law firm clients based on case status, and to patients based on patient status)

To learn more about workflow solutions, see what Formstack can help you automate today.


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Annie Sullivan
Annie Sullivan is the Growth Marketing Copywriter at Formstack. She lives in Indianapolis and loves writing, reading, and traveling.
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